Mobileye Global Stock Price, News & Analysis

Mobileye Global Inc. (Nasdaq: MBLY) develops and deploys advanced driver-assistance systems (ADAS) and autonomous driving technologies that support what it describes as a mobility revolution. The company combines artificial intelligence, computer vision, mapping, and integrated software and hardware to enable driver-assistance features and self-driving capabilities for vehicles. According to its disclosures, Mobileye has been a key enabler of the wide adoption of ADAS that bolster driving safety and support the evolution toward autonomous mobility.

Founded in 1999, Mobileye focuses on technologies for both assisted and autonomous driving. It reports that through 2024, more than 200 million vehicles worldwide have been built with its EyeQ system-on-chip technology inside. The company is listed on the Nasdaq Global Select Market under the symbol MBLY and notes that since 2022 it has been listed independently from Intel Corporation, which retains majority ownership.

Business model and operating segments

Mobileye states that it engages in the development and deployment of ADAS and autonomous driving technologies and solutions. It describes a portfolio of end-to-end ADAS and autonomous driving solutions, built on purpose-designed software and hardware. In its segment reporting, the company identifies Mobileye and Others as its reportable operating segments and indicates that it derives the majority of its revenue from the Mobileye segment.

Its solutions, as described in available materials, include Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, and self-driving systems and vehicles. These offerings are built around Mobileye’s EyeQ family of chips and associated software, which are used by automotive manufacturers and partners to implement driver-assistance and autonomous capabilities.

Core technologies and intellectual property

Mobileye highlights several proprietary technologies that underpin its ADAS and autonomous driving systems. These include REM crowdsourced mapping, which the company describes as a mapping approach based on data from vehicles; True Redundancy sensing, which combines multiple sensing modalities; and Responsibility Sensitive Safety (RSS), a formal safety model for decision-making under uncertainty. Mobileye presents these as foundational elements that support both advanced driver-assistance and autonomous driving (AV) applications.

The company emphasizes its expertise in artificial intelligence and computer vision, along with integrated software and hardware design. Its EyeQ technology is positioned as a central component in vehicles equipped with Mobileye-based ADAS and autonomous systems, and the company notes that its solutions are used in vehicles across a broad range of programs and geographies through relationships with automotive manufacturers and mobility providers.

ADAS and autonomous product portfolio

Within ADAS, Mobileye refers to products such as Driver Assist and Cloud-Enhanced Driver Assist, which are designed to enhance driving safety and provide advanced assistance features. For more advanced functionality, Mobileye cites solutions such as Mobileye SuperVision and Mobileye SuperVision Lite, which are described as higher-content systems supporting more comprehensive assisted driving capabilities.

For autonomous driving, Mobileye identifies Mobileye Chauffeur and Mobileye Drive as key offerings. Mobileye Drive is described in company communications as a self-driving system used in autonomous vehicle programs, including robotaxi and shared mobility services. The company also refers to self-driving systems and vehicles enabled by its technology, including deployments with partners in public transport and mobility services.

Role in the automotive and mobility ecosystem

Mobileye’s public communications describe broad engagement with automotive original equipment manufacturers (OEMs), Tier 1 suppliers, public transport agencies, and mobility service providers. The company notes program activity with various brands of the Volkswagen Group and references Mobileye Drive as a system used in autonomous shuttles and ride-hailing pilots in multiple regions.

Mobileye also reports collaborations aimed at localizing and manufacturing ADAS technologies in specific markets. For example, it has announced a memorandum of understanding with VVDN Technologies Pvt. Ltd. to localize key components of Mobileye’s ADAS technologies for India-based automakers, including systems built on the EyeQ family of chips and associated sensors, with VVDN providing engineering, testing, and production support in India.

Technology evolution and Physical AI

In its recent communications, Mobileye describes an evolution of its autonomy stack toward what it calls Physical Artificial Intelligence, referring to systems designed to understand context, infer intent, interact naturally with humans, and act safely and effectively in the physical world. The company has announced a definitive agreement to acquire Mentee Robotics Ltd., an AI-first humanoid robotics company, with the stated goal of combining Mobileye’s autonomous driving and production expertise with Mentee’s humanoid robotics platform.

Mobileye characterizes this combination as creating a platform for Physical AI across autonomous driving and humanoid robotics, with a shared stack that spans multimodal perception, world modeling, intent-aware planning, precision control, and decision-making under uncertainty. It also highlights the importance of verifiable safety and system-level redundancy, referencing its Responsibility Sensitive Safety model and safety architectures validated at scale in automotive applications.

Manufacturing and supply chain considerations

Mobileye discloses that it has a long-standing relationship with STMicroelectronics to manufacture its EyeQ products. To enhance redundancy and control over its supply chain, the company has also entered into an agreement with TSMC (Taiwan Semiconductor Manufacturing Company Ltd.) to manufacture components of its imaging radar and some future generations of EyeQ products, and potentially other future products. This approach is presented as part of an effort to diversify manufacturing sources for key components.

Financial reporting and capital structure

Mobileye provides regular financial updates through quarterly earnings releases and associated Form 8-K filings. These communications describe revenue, operating income or loss, cash flow from operations, and non-GAAP metrics such as Adjusted Gross Profit, Adjusted Operating Income, Adjusted Net Income, and Adjusted EPS. The company explains that these non-GAAP measures exclude items such as amortization of acquired intangible assets, share-based compensation expense, and goodwill impairment, and are used by management to evaluate operating performance and trends.

The company’s securities registered under Section 12(b) of the Securities Exchange Act of 1934 include its Class A common stock, which trades on the Nasdaq Global Select Market under the symbol MBLY. Certain filings also refer to common stock with a specified par value and to Class B common stock held by Intel or its affiliates, with disclosures about conversions of Class B shares to Class A shares and secondary offerings by Intel Overseas Funding Corporation.

Corporate governance and ownership

Mobileye’s filings indicate that Intel Corporation is its majority stockholder and that Intel retains significant ownership through entities such as Intel Overseas Funding Corporation. The company has disclosed transactions in which Intel or its subsidiaries have sold shares of Mobileye Class A common stock in secondary offerings, as well as related share repurchases by Mobileye and voluntary conversions of Class B common stock to Class A common stock.

In corporate governance matters, Mobileye reports appointments of new members to its Board of Directors in Form 8-K filings, including information on their lack of family relationships with existing directors or executive officers and the absence of material interests in transactions requiring disclosure under applicable SEC rules.

Risk disclosures and regulatory reporting

Mobileye refers investors to its Annual Report on Form 10-K, particularly the section titled “Risk Factors,” for detailed information on factors that could affect its business and results. The company notes that its business outlook and guidance are based on projections of future production volumes provided by current and prospective OEMs at the time of sourcing design wins, and that actual results may differ from these estimates due to market conditions, tariffs, macroeconomic factors, and other risks.

Through its SEC filings, Mobileye provides updates on material events, financial results, capital markets transactions, and other matters relevant to shareholders and market participants. These filings include Form 8-K reports for earnings releases, material agreements, stock repurchases, secondary offerings, and board appointments, among other topics.

Position within electromedical and electrotherapeutic apparatus manufacturing

For industry classification purposes, Mobileye is categorized under electromedical and electrotherapeutic apparatus manufacturing within the broader manufacturing sector. In practice, its business centers on semiconductor-based systems, software, and related technologies for automotive safety and autonomy rather than on medical devices. This classification reflects a standardized industry coding system rather than a description of the company’s primary commercial focus, which is on ADAS, autonomous driving systems, and related Physical AI applications.